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Beech Hill Advisors’s Duke Energy DUK Stock Holding History

Beech Hill Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Buy
12,013
+373
+3% +$47.1K 0.67% 55
2026
Q1 		$1.52M Buy
11,640
+295
+3% +$36.9K 0.76% 54
2025
Q4 		$1.33M Buy
11,345
+120
+1% +$14.7K 0.64% 61
2025
Q3 		$1.39M Buy
11,225
+465
+4% +$56.4K 0.65% 59
2025
Q2 		$1.27M Sell
10,760
-1,615
-13% -$191K 0.57% 62
2025
Q1 		$1.51M Buy
12,375
+150
+1% +$17.1K 0.6% 60
2024
Q4 		$1.32M Sell
12,225
-30
-0.2% -$3.4K 0.49% 60
2024
Q3 		$1.41M Sell
12,255
-1,184
-9% -$132K 0.54% 56
2024
Q2 		$1.35M Sell
13,439
-455
-3% -$45.5K 0.56% 55
2024
Q1 		$1.34M Buy
13,894
+1,440
+12% +$137K 0.56% 55
2023
Q4 		$1.21M Buy
12,454
+184
+1% +$16.7K 0.58% 53
2023
Q3 		$1.08M Buy
12,270
+475
+4% +$43.5K 0.55% 56
2023
Q2 		$1.06M Buy
11,795
+1,045
+10% +$98.6K 0.51% 55
2023
Q1 		$1.04M Buy
10,750
+1,045
+11% +$103K 0.52% 53
2022
Q4 		$1,000K Buy
9,705
+350
+4% +$33.6K 0.56% 53
2022
Q3 		$870K Hold
9,355
– – 0.5% 52
2022
Q2 		$1M Sell
9,355
-75
-0.8% -$8.25K 0.54% 55
2022
Q1 		$1.05M Hold
9,430
– – 0.43% 60
2021
Q4 		$989K Sell
9,430
-700
-7% -$71K 0.38% 62
2021
Q3 		$989K Sell
10,130
-8,985
-47% -$930K 0.41% 60
2021
Q2 		$1.89M Sell
19,115
-255
-1% -$25.6K 0.77% 49
2021
Q1 		$1.87M Sell
19,370
-605
-3% -$55.2K 0.78% 46
2020
Q4 		$1.83M Sell
19,975
-650
-3% -$60.1K 0.81% 43
2020
Q3 		$1.83M Buy
+20,625
New +$1.7M 0.9% 39
2014
Q1 		– Sell
-3,432
Closed -$237K – 136
2013
Q4 		$237K Sell
3,432
-1,000
-23% -$70K 0.12% 121
2013
Q3 		$296K Sell
4,432
-169
-4% -$11.5K 0.16% 101
2013
Q2 		$311K Buy
+4,601
New +$325K 0.18% 91

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beech Hill Advisors's DUK Position: Q2 2026 in Review

Beech Hill Advisors increased its Duke Energy (DUK) stake by 3.2% in Q2 2026, buying an estimated $47.1K and bringing the position to 12,013 shares worth $1.52M. The position accounts for 0.67% of the portfolio, ranked #55.

Beech Hill Advisors first reported a position in DUK in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.89M in Q2 2021. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Beech Hill Advisors held 12,013 shares of Duke Energy worth $1.52M as of Q2 2026.
  • Beech Hill Advisors bought 373 Duke Energy shares in Q2 2026, an estimated $47.1K.
  • Duke Energy made up 0.67% of Beech Hill Advisors's portfolio in Q2 2026, its #55 holding.
  • Beech Hill Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 27 quarters since.
  • Beech Hill Advisors's Duke Energy position peaked at $1.89M in Q2 2021.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.